Uptick Partners, LLC
Annual return '25
+12.8%
SPY '25
+17.7%
Alpha
-4.9ptsvs SPY
Invested
$1B
Holdings
291
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USFR
WISDOMTREE TR
Held since at least Q1 2024
4.8%
02
$FTSM
FIRST TR EXCHANGE-TRADED FD
Q4 2025: New position (66 shares)
4.6%
03
$BUXX
EA SERIES TRUST
Held since at least Q1 2024
4.2%
04
$STRV
EA SERIES TRUST
Held since at least Q1 2024
4.1%
05
$STXV
EA SERIES TRUST
Held since at least Q1 2024
3.6%
06
$STXG
EA SERIES TRUST
Held since at least Q1 2024
3.1%
07
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +88.1% (2.7k → 5.1k shares)
3.0%
08
$SGVT
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.4%
09
$SPYM
SPDR SERIES TRUST
Q4 2025: New position (512 shares)
2.3%
10
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.